Alpha Family Trust - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Alpha Family Trust held in its portfolio 195 assets valued at $219,479,207 (i.e. $219.48M).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($22.29M), ALPHABET INC. ($16.60M), and APPLE INC. ($16.52M).

The chart below shows the top 10 valuable assets, and the table below shows the top 195 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Alpha Family Trust Portfolio
NVIDIA CORPORATION
ALPHABET INC.
APPLE INC.
MICROSOFT CORPORATION
AMAZON.COM INC
BROADCOM INC.
META PLATFORMS INC-CLASS A
TESLA, INC.
SimilarWeb
PALANTIR TECHNOLOGIES INC.
Alpha Family Trust - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NVIDIA CORPORATION 119500 22286750 CMN
ALPHABET INC. 53044 16602772 CMN CLASS A
APPLE INC. 60770 16520932 CMN
MICROSOFT CORPORATION 33105 16010240 CMN
AMAZON.COM INC 45875 10588868 CMN
BROADCOM INC. 26550 9188955 CMN
META PLATFORMS INC-CLASS A 11162 7367925 CMN CLASS A
TESLA, INC. 14110 6345549 CMN
SimilarWeb 658935 4935424 SHS
PALANTIR TECHNOLOGIES INC. 16280 2893770 CMN
ADVANCED MICRO DEVICES, INC. 12315 2637380 CMN
NETFLIX, INC. 27700 2597152 CMN
MICRON TECHNOLOGY, INC. 8950 2554420 CMN
COSTCO WHOLESALE CORPORATION 2765 2384370 CMN
CISCO SYSTEMS, INC. 30345 2337475 CMN
LAM RESEARCH CORPORATION 11500 1968570 CMN
ELI LILLY & CO 1790 1923677 CMN
BERKSHIRE HATHAWAY INC. 3820 1920123 CLASS B
JPMORGAN CHASE & CO 5950 1917209 CMN
APPLIED MATERIALS INC 6445 1656301 CMN
AMGEN INC. 4670 1528538 CMN
VISA INC. 4190 1469475 CMN CLASS A
INTUIT INC 2150 1424203 CMN
PEPSICO, INC. 9570 1373486 CMN
BOOKING HOLDINGS INC. 240 1285279 CMN
EXXON MOBIL CORPORATION 10437 1255989 CMN
QUALCOMM INC 7060 1207613 CMN
INTUITIVE SURGICAL, INC. 2125 1203515 CMN
COMCAST CORPORATION 40145 1199934 CMN CLASS A VOTING
ADOBE INC 3391 1186816 CMN
MASTERCARD INCORPORATED 2050 1170304 CMN CLASS A
KLA CORP 930 1130024 CMN
GILEAD SCIENCES 8605 1056178 CMN
WALMART INC 9480 1056167 CMN
JOHNSON & JOHNSON 5100 1055445 CMN
HONEYWELL INTL INC 5280 1030075 CMN
INTEL CORPORATION 27530 1015857 CMN
AT&T INC. 40365 1002667 CMN
ABBVIE INC. 4375 999644 CMN
SEAGATE TECHNOLOGY HOLDIN PLC 3485 959734 CMN
THE HOME DEPOT, INC. 2715 934232 CMN
COCA-COLA COMPANY (THE) 13020 910228 CMN
APPLOVIN CORPORATION 1350 909657 CMN CLASS A
WESTERN DIGITAL CORPORATION 4910 845846 CMN
UNITEDHEALTH GROUP INCORPORATED 2475 817022 CMN
T-MOBILE US, INC. 3975 807084 CMN
CROWDSTRIKE HOLDINGS, INC. 1720 806267 CMN
ANALOG DEVICES, INC. 2970 805464 CMN
ORACLE CORPORATION 4040 787436 CMN
SALESFORCE INC 2935 777511 CMN
AMERICAN ELECTRIC POWER INC 6650 766812 CMN
CATERPILLAR INC (DELAWARE) 1270 727545 CMN
MORGAN STANLEY 4025 714558 CMN
CONSTELLATION ENERGY CORP 2005 708306 CMN
GENERAL ELECTRIC COMPANY 2265 697688 CMN
VERTEX PHARMACEUTICALS INCORPORATED 1485 673240 CMN
WELLS FARGO & COMPANY 7220 672904 CMN
AUTOMATIC DATA PROCESSING INC 2615 672656 CMN
PALO ALTO NETWORKS INC. 3600 663120 CMN
PHILIP MORRIS INTL INC 4110 659244 CMN
INTL BUSINESS MACHINES CORP 2165 641295 CMN
RTX CORP 3440 630896 CMN
MERCK & CO., INC. 5975 628929 CMN
ABBOTT LABORATORIES 4900 613921 CMN
CADENCE DESIGN SYSTEMS INC 1945 607968 CMN
CHARLES SCHWAB CORPORATION 6070 606454 CMN
REGENERON PHARMACEUTICAL INC 775 598199 CMN
DOORDASH INC 2600 588848 CMN CLASS A
SYNOPSYS, INC. 1245 584801 CMN
DANAHER CORPORATION 2320 531094 CMN
STARBUCKS CORP. 6130 516207 CMN
IDEXX LABORATORIES 750 507398 CMN
ARISTA NETWORKS, INC. 3820 500535 CMN
BAKER HUGHES CO 10950 498663 CMN
LINDE PLC 1160 494612 CMN
BANK OF AMERICA CORP 8860 487300 CMN
CONSTELLATION BRANDS INC 3520 485619 CMN CLASS A
AMERICAN EXPRESS CO. 1305 482785 CMN
CONOCOPHILLIPS 5150 482092 CMN
S&P GLOBAL INC. 920 480783 CMN
O'REILLY AUTOMOTIVE, INC. 5250 478853 CMN
FACTSET RESEARCH SYSTEMS INC 1640 475912 CMN
MONSTER BEVERAGE CORPORATION 6150 471521 CMN
SHOPIFY INC. 2820 453935 CMN CLASS A
MARRIOTT INTERNATIONAL, INC 1440 446746 CMN CLASS A
NETAPP, INC. 4160 445494 CMN
CSX CORPORATION 12270 444788 CMN
MERCADOLIBRE, INC. 215 433066 CMN
MC DONALDS CORP 1415 432466 CMN
AMPHENOL CORP CL-A (NEW) 3150 425691 CMN CLASS A
TJX COMPANIES INC (NEW) 2755 423196 CMN
CINTAS CORPORATION 2220 417515 CMN
COPART, INC. 10650 416948 CMN
PFIZER INC. 16620 413838 CMN
THERMO FISHER SCIENTIFIC INC 705 408512 CMN
BLACKROCK FUNDING, INC. 380 406729 CMN
AUTODESK, INC. 1350 399614 CMN
GENERAL DYNAMICS CORP. 1160 390526 CMN
DOMINION ENERGY INC 6540 383179 CMN
PAYPAL HOLDINGS, INC. 6480 378302 CMN
ROSS STORES,INC 2085 375592 CMN
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY 3115 373021 CMN
GE VERNOVA LLC 566 369921 CMN
UNION PACIFIC CORP. JSE UNPI INT EQTY 1595 368955 COM
EVERSOURCE ENERGY 5440 366275 CMN
CITIGROUP INC. 3100 361739 CMN
METLIFE, INC. 4580 361545 CMN
GENERAL MOTORS COMPANY 4420 359434 CMN
UBER TECHNOLOGIES, INC. 4380 357890 CMN
BOSTON SCIENTIFIC CORP. 3730 355656 CMN
VERISK ANALYTICS, INC. 1565 350075 CMN
MEDTRONIC PUBLIC LIMITED COMPANY 3620 347737 CMN
SPOTIFY TECHNOLOGY S.A. 595 345522 CMN
THE PROGRESSIVE CORPORATION 1510 343857 CMN
THE WILLIAMS COMPANIES, INC. 5715 343529 CMN
BOEING COMPANY 1580 343050 CMN
U.S. BANCORP 6375 340170 CMN
AMERICAN TOWER CORPORATION 1925 337972 CMN
CUMMINS INC 661 337407 CMN
ASML HOLDING N.V. ADR 315 337006 CMN
ONEOK INC 4470 328545 CMN
EXPEDIA GROUP INC 1150 325807 CMN
DOLLAR GENERAL CORPORATION 2450 325287 CMN
THE PROCTER & GAMBLE COMPANY 2265 324597 CMN
DOLLAR TREE STORES, INC. 2620 322286 CMN
FASTENAL COMPANY 8020 321843 CMN
NORTHROP GRUMMAN CORP 560 319318 CMN
PDD HOLDINGS INC SPONSORED ADR 2815 319193 CMN
LOWES COMPANIES INC 1320 318331 CMN
L3HARRIS TECHNOLOGIES INC 1080 317056 CMN
COGNIZANT TECHNOLOGY SOLUTIONS CORP 3790 314570 CLASS A
EATON CORP PLC 985 313732 CMN
CENTENE CORPORATION 7590 312329 CMN
MCKESSON CORPORATION 375 307609 CMN
GENERAL MILLS INC 6495 302018 CMN
FORTINET, INC. 3745 297390 CMN
NEXTERA ENERGY, INC. 3660 293825 CMN
STRYKER CORPORATION 835 293477 CMN
WARNER BROS DISCOVERY INC 10160 292811 CMN CLASS A
COMERICA INCORPORATED 3360 292085 CMN
EVERGY, INC. 3970 287785 CMN
MGM RESORTS INTERNATIONAL 7875 287359 CMN
HASBRO, INC. 3360 275520 CMN
LULULEMON ATHLETICA INC. 1320 274309 CMN
BIOGEN INC. 1540 271025 CMN
CENCORA INC 800 270200 CMN
LOCKHEED MARTIN CORPORATION 555 268437 CMN
JACK HENRY & ASSOC INC 1460 266421 CMN
KEYCORP 12810 264398 CMN
SHERWIN-WILLIAMS CO 805 260844 CMN
CHEVRON CORPORATION 1687 257116 CMN
3M COMPANY 1580 252958 CMN
NORTHERN TRUST CORP 1850 252692 CMN
DATADOG, INC. 1840 250222 CMN CLASS A
PACCAR INC 2277 249354 CMN
TARGET CORPORATION 2550 249263 CMN
GE HEALTHCARE TECHNOLOGIES INC. 3030 248521 CMN
NXP SEMICONDUCTORS N.V. 1140 247448 CMN
PAYCOM SOFTWARE, INC. 1545 246211 CMN
WORKDAY, INC. 1135 243775 CMN CLASS A
AON PUBLIC LIMITED COMPANY 690 243487 CMN CLASS A
FIRSTENERGY CORP. 5435 243325 CMN
UNITED PARCEL SERVICE, INC. 2440 242024 CMN CLASS B
SERVICENOW INC 1575 241274 CMN
PAYCHEX, INC. 2150 241187 CMN
BXP INC 3570 240904 CMN
ENTERGY CORPORATION 2560 236621 CMN
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY 605 235466 CMN
KENVUE INC. 13640 235290 CMN
NASDAQ INC. 2400 233112 CMN
BECTON, DICKINSON AND COMPANY 1190 230943 CMN
AMERIPRISE FINANCIAL, INC. 470 230460 CMN
HCA HEALTHCARE, INC 490 228761 CMN
CVS HEALTH CORP 2840 225382 CMN
DELL TECHNOLOGIES INC. 1790 225325 CMN CLASS C
BRISTOL-MYERS SQUIBB COMPANY 4160 224390 CMN
W.R. BERKLEY CORPORATION 3195 224033 CMN
DIAMONDBACK ENERGY INC 1485 223240 CMN
REALTY INCOME CORPORATION 3930 221534 CMN
ALBEMARLE CORP 1565 221354 CMN
ZSCALER, INC. 980 220422 CMN
HEWLETT PACKARD ENTERPRISE CO 9150 219783 CMN
ILLINOIS TOOL WORKS 890 219207 CMN
DEERE & COMPANY 460 214162 CMN
BROWN FORMAN CORP CL B 8190 213431 CMN CLASS B
MONOLITHIC POWER SYSTEMS, INC. 235 212995 CMN
EXELON CORPORATION 4880 212719 CMN
NEWMONT CORP 2125 212181 CMN
AMEREN CORPORATION 2110 210705 CMN
AIRBNB, INC. 1540 209009 CMN CLASS A
PARKER-HANNIFIN CORP. 235 206556 CMN
COLGATE-PALMOLIVE CO 2610 206242 CMN
ASTRAZENECA PLC SPONS ADR SPONSORED ADR 2240 205923 CMN
GARTNER, INC. 810 204347 CMN
ELECTRONIC ARTS 980 200243 CMN